Teamwork Projects Just Got A Whole Lot Better With Board View!

Posted April 4, 2017

Back in 2007 we were a chaotic little web development agency struggling to track the dozens of details in each project and organize our work. We couldn’t find the tools we needed, so we built Teamwork Projects, which has gone from basic level task management to a fully fledged collaborative project management tool.

Over the years, we’ve added features that allowed you to create your own process for managing a project. In order to maintain that flexibility, it means that we don’t stick to one project management methodology. Instead, we like to take key concepts and add them without constraints to the app. For our latest feature release we have once again adopted this way of thinking and now, we’d like to tell you all about the latest gem that sits among the Teamwork Projects feature set.

The eagle eyed among you will have noticed a new icon appear on the app at the very end of last week. For those who didn’t though, we are absolutely buzzing to tell you that we have just released one of our most sought after features in recent years: Board View for Tasks.

With this latest addition, you can create a visual workflow for your tasks so you can easily see the progress of any project. Now you and and your entire team can organize your work in cards akin to virtual sticky notes and move them across columns as work progresses or statuses change. Best of all, this feature co-exists with the existing task management hierarchy so you can move easily between List View and Board View on your Teamwork Projects site.

How can Board View improve my team’s performance?

We live in a visual world, and you’ll find that Board View for Tasks gives managers and team members the chance to create, change and view tasks in progress quickly and intuitively. Here’s how Board View will improve your team’s efficiency:

Easily and instantly identify the progress of a project and watch the statuses of various tasks change as they move from column to column.

Know the status of every task on the Board and understand who’s working on what, this is particularly useful for anyone working with a large volume of tasks daily.

Reveal the logistics of your project. For many people, the project’s “aha!” moment comes only when seeing their actual process presented visually and how they fit into the ecosystem of that project.

Set up a board very quickly to suit each project and the process you use within it. Board View allows you to instantly visualize a workflow that you have created.

Get an immediate sense of accomplishment and motivation watching your project move along the various stages of completion across your board!

How to Use Board View

To get started with your first board, you’ll need to switch to Board View. To do this, go to the tasks section in the project where you’d like to create your board. On the top right hand corner of the screen, directly underneath the Add Task List button, you will see the list and board view options. The short video below will help you create your first board.

Explore the features of Board View

Choose Your View: The great thing about having Board View and List View coexist is that you’re not tied to using either one. You can switch between views at anytime. One really useful thing to note is that even if you’re viewing your tasks elsewhere — like the ‘Everything’ area — you’ll see a label for their current column so you don’t need to switch back to Board View to check where they are. This option is not available in many of the existing apps in the market place.

Drag and drop: You can easily move cards across columns to show a change in status. This is really helpful as you watch your project progress. For example, you might move a card from the “in progress” column to the “done” column.

Customize your card: Show as much or as little detail as you like on your cards by selecting the column settings menu and customizing the information you want to see.

Automatic Sort: There is also a sorting option that creates an automatic sort on each of your columns so that it shows your cards in groups based on particular criteria. If you like your information displayed in a certain way for easier reading, then you’ll love this feature.

Archive completed cards: Unlike the List View where completed tasks are hidden when you reload the page, the archive feature gives you control over which completed cards are displayed on the board view. This means that you can always see what has and has not been completed until you choose to clean up your board.

Filters: Whether you want to search a single column for something specific or search all columns at once, you can easily filter data on the new board view.

WebHooks: We are always improving Teamwork Projects, but we understand the need for custom functionality. We have added WebHook support to round off this feature and help you make Teamwork Projects completely your own. More information on WebHooks can be found here.

Default Columns: If you have standard columns that you’d like to add to the board view on all your new projects, you can create these in the templates area of your site settings so you don’t need to add them every time you create a new project.

Speed: Last but not least , Board View is lightning fast. You’ll be creating columns and moving cards in an instant.

It’s on Mobile!* : Our mobile app is going from strength to strength and the addition of Board View is on mobile is a testament to that. This beautifully designed feature means that when you’re on the move, you can intuitively interact with the cards with just a few taps and get the perfect snapshot of how your project is progressing. Available on IOS and Android will be available by the end of this week.

* Board View on mobile is available to paid users only.

Try Board View Now

With that, let you explore this exciting new feature. There lots of useful information available in this article from our help docs site should you need it. We’re also available through support@teamwork.com. This is the first release of Board View for Tasks, but we will be adding more amazing elements to it as time goes on.

If you’ve been using Board View since we released it last week, we’d love to hear your feedback and suggestions in the comments below. Is there something in particular that you love that’s already changing the way you work? Let us know!

That’s a good point Peter – from our workflow, the ability to see someone’s Board showing all their tasks and progress, regardless of project or filtered by project would be blo*dy useful

I was also trying to think of way we could get round the lack of a decent capacity planning issue in Teamwork and we’ve been doing something with the API that gave us a fortnight board view, filterable by user where we could drag tasks (each task card is sized on effort/points required)

100% agreed – this would be hugely beneficial. Where a user is working on multiple projects, having the ability to view and manage total workload in a board view would be great. I can see that the lists on all boards would need to be the same but from a kanban perspective that would make sense anyway.

+15 on the board view across multiple projects. This is a must have to help with capacity management across projects. It looks like many have requested this so can you provide any insights on the road map?

Hi Alex, we’re absolutely keen to provide this option and we’re taking note of all the requests. As I’ve mentioned it here in other comments, we’re looking into it and we just need to make sure that any potential solution takes into account the different ways that our customers are working with board view in all of their projects. Don’t worry, it’s a high priority for us at the moment!

Definitely not a rare use-case, Peter! I actually came down to the comments to ask about the same thing. My team is necessarily split across multiple projects, so ideally this feature would work across projects so I can see the WIP load on my team!

If you click on the card, a window will open with the Task Details view – you’ll see the subtasks icon here next to the task name, and clicking on this will allow you to add new subtasks and see existing subtasks. Hope this helps! If you have any more questions feel free to shoot us a mail at support@teamwork.com

this is something we are actively looking at and should have some good news soon on that front. If you have any other suggestions on how we can improve the new feature please feel free to get in touch with us.

It would be nice to have the list view and board view to be linked… we could link them via task lists so that it’s the “same data” just presented differently… I feel right now people will get disconnected if they prefer list view and some others prefer board view… in my opinion they should be linked.

You can link by changing the “default task list” in the Column settings. That will make all new task from board view added to the task list in list view. Then you have to go to list view and edit the task list. Hit the default tab, edit, click column icon, then set the default column. This will link the two views

It will take a little bit of work to get you there, but you can basically set it up to do this. Here’s what I did…

1) Created columns that matched each of my task lists 2) Edited each task list and on the default tab I set the column as the one that matched my task list. 3) While in board view I clicked on ‘Show Backlog’ 4) I located the task list with all my existing tasks and selected ‘All’ 5) I then dragged all of the tasks over to the matching column

Now all my existing task lists are available in both views and any new tasks that are added from either list view or board view will be available in both views.

I design time management courses – one of the key things we teach at my company is to get all your work done, you need to make it all visible first. This new feature does that extremely well. I’ve just started using the board view in Teamwork and it’s made our workload clearer in minutes.

Well done (and thanks) for prioritising this feature over the thousands you could have added.

Thanks for reading! We’ll take all this feedback, review it and work from there. We’d love to create cross projects boards and in time we’ll get there. We wanted to get the first release out, see how users are interacting with it and then build on that.

What we want is a projects board view (at the project level), so we can schedule projects in our pipeline and view all our projects at a high level and what stage they are at – Scope, Development, UAT, Warranty/Live

Great feature! Thanks for this! We are mixing different tools to keep track on tasks status. So this makes it a lot more easier for us. We are once again happy to have made this choice for teamwork seven years ago!

Yes! This is what we like to see – Teamwork Projects making life a little easier for our customers 🙂 7 years is a lot of loyalty so thanks for that. There are some fantastic additions to this feature on the way over the coming weeks so stay tuned.

As for the videos, that’s strange because they are recorded in high res. One thing that may or may not help is – on the bottom right hand corner of the video screen (they’re hosted on youtube) is a settings cog! Click on this and then click on quality and adjust the 1080p. Failing that, drop us an email to support@teamwork.com and we’ll try and get a better video to you.

Hey there, we are happy to see this new updates and want to congrats for it because it seems you hear your customers needs evrytime. I remember i ask for something like this a year ago and then a few months i saw it on the road map.

We are discusing on how to organize this new function i would like to use it as a stack of priority tasks to do on the day per day and future like your posts of (Important/Urgent cuadrant) but not sure if we can get a global projects view to add all projects personal tasks in 4 columns like with some filters of each person or teams, other thing is that it could be nice to have the posibility to rotate a process columns like a virtual desktop, so we can choose multiple process track for a project .

Other use we see is about process for testing on development to notify others to aprove / refuse some work you have in a visual way and also requirements for other people tasks to see a quick general view of a project.

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Finally, not relation of this topic but we would like to see some implementation of gamification uses on teamwork, i know this could make people interaction highly but it seems a huge effort change.

Thanks for the comment and I’m glad to hear we could fulfil your request 🙂 At this point, you can’t get a global projects view. This is the first release of a huge feature so we will be adding to this over time. We would love to have a global projects view but we need to develop that some more, understand the use cases etc but we’ll get there.

As for implementing gamification – it’s not something we’ve considered previously but as employee engagement is becoming an ever increasing topic we can never say never 🙂

Jeeze. Before we do that, I really hope that RESOURCE MANAGEMENT will (finally) be implemented first, so that for those of us scheduling people/resources across multiple projects–sometimes 10-20 projects/person, and even more, we can start to do that intelligently, and not just PRAY that we haven’t overscheduled John in week X. As I believe I’ve mentioned to you good folks over the last 5 years, as resource management and scheduling is a fundamental part of PM, I’m surprised that it’s *still* not implemented in TW.

And before anyone says it, yes, thank you, we know how to use the workload feature. When you have date-specific deadlines, that’s not particularly useful.

And obviously, we certainly need across-project views. Per-project, actually, isn’t useful for us at all. That’s simple task-tracking, and while I’m sure that this Board view is nice for some of you, with projects that perhaps have myriad tasks or to-do-lists, for us, it’s more about being able to see and manage tasks and milestones across the entire company. There isn’t a person here that’s only scheduled on a single project.

I did not realize I needed it, and how helpful it could be. It will simplify my tasks in Task List templates.

Wishes: *Notification when a card moves between columns *Global setting for sorting in columns, so you do not have to set this up in each individual column *Ability to add columns from templates to existing projects, ala Task List/Advanced *Setup in a task/Template which column the task starts by default (other than backlog)

Love the new board view. Now we just need to introduce workflow so that cards can only be moved certain ways across the board columns. Oh, and also auto-reassign of cards. For example, if I move a card from Dev to QA, I want it to be assigned to the QA team (or a named QA person on the project).

Looking forward to see how this evolves so I can eventually completely drop JIRA on all projects.

Also, make editing a task super easy & fast when moving a card from one column to another. When you move something, you probably need to change the assignee (if it’s not automatic), define the new deadline for the next phase, maybe add a custom message for email notification or something.

Conor here from the Projects team. I just released a new feature that will let you do some pretty cool automation on individual columns. Take a look at your column settings, and then click the “Add Trigger” button to see what you can do.

At the moment you can re-assign a card, update its priority, progress, tags or set it so that when a card is added to a column it will notify its followers and assignees of the change.

You can also now add a trigger to autocomplete cards when they are dropped into particular columns. If you have any suggestions I’d love to hear them!

Triggers are a great feature, but I’d actually like to see “the reverse” of the feature. I use boards for clients, but the task list for the internal team. It would be great if the actions that were taken on tasks would update their board location.

Oh, one more item – actually this applies across TW. Love the color dots as indicators, but need to show the color “label” when you hover over it. Us color-blind people have the hardest time picking green from red, purple from blue, etc….. and sometimes get questioned by our color choices.

The new board view is fantastic. Your app is definitely a “pick of the litter”.

You are pushing out new functions over a short period of time, i haven’t seen very much. There are not much competitors out there, who releases new functions with this speed. I’m impressed. (Sometimes i’m asking myself “do they have time for a beer or two? ;-)”)

1) Is there a vision to create boards that span outside of a singular project? Here are a few examples of boards that would revolutionize how we manage our work within Teamwork: – Each user could create their own board as a way to manage his/her workload. The backlog would pull tasks assigned to that specific person, so they could see all tasks assigned to them across all projects. This would allow us to create columns like “In Progress,” “Waiting on Client/Feedback,” etc. Others could have visibility and the ability to edit so I could see the board of each member of my team and even order their cards to help them see the priority of work. This would be incredibly helpful as we are lacking in a way to prioritize tasks for team members who have a lot of tasks on any given day. – Another board that would be helpful would be a board across projects. That allows a Project Manager who is running multiple projects within Teamwork to organize this board in a way that shows the portfolio level. He/she could see all tasks within those respective projects, assigned to anyone. While this is still a manual process, it would really help with portfolio management which is a critical need we have.

2) Is there currently functionality (or do you envision adding this soon) to allow completed tasks/cards to auto-archive without having to select “Archive Completed Cards”? It would be helpful to have that option if we so choose, just to avoid the added step each time.

Hi Melody, I’m delighted to see that you’re already checking out board view and looking for ways to use it even more! I’m going to follow up with you by email tomorrow to find out more about this – look forward to finding out more 🙂

Hi Bruce, just like anywhere else in your site, you can treat subtasks as ‘regular’ tasks so you can add them individually to your board as cards and show them in a particular column depending on their individual status.

If you’d just like to check if a subtask under a main task is complete from board view, the quickest way to see it is by clicking the card to show the main task details in the quick view panel and you can see the subtasks there.

If you need any more help, I’d be happy to follow up by email – just drop a message to support@teamwork.com and I’ll get back to you!

– Create several different workflows within one project – link a card/task to a milestone (like you can do with task lists) – +1 for the notifications feature. – some quick way to edit task on the fly (e.g. change the assignee and notify them) when a card is moved to another column.

I’ve just released a new feature that will let you do some pretty cool automation on individual columns. Take a look at your column settings, and then click the “Add Trigger” button to see what you can do.

At the moment you can re-assign a card, update its priority, progress, tags or set it so that when a card is added to a column it will notify its followers and assignees of the change.

You can also now add a trigger to autocomplete cards when they are dropped into particular columns. If you have any suggestions I’d love to hear them!

Great new feature. For us we would want to create a board based on a task list versus a project. If we have a task list on customer service and a task list on research those should never be combined in one board. Let me know if this is an option now or in the future!

Great progress! Now that you’ve built the GUI to allow the dragging of cards, it would be swell if you’d allow us to use scrum to manage projects. Ditch the Gantt/Waterfall stuff and provide structured sprints. Columns on the board based on progress (to do, doing, done). Pretty please. Then I can ditch JIRA and come back to a paid Teamwork account.

We have been really looking forward to this Boards feature and we look forward to the continued development of it. it looks as if lots of people in the comments would love the ability to see workload for all team members across all projects. This way its very easy to see where the office capacity is full. We currently use Teamwork projects and Teamwork desk – however the team have started using https://teamweek.com just for its Kanban feature that allows us to see what each person has on their task list on a daily basis. It would however be much better if this feature was incorporated all within Teamwork Projects.

This is just the first release of this feature and we will be adding to it’s capabilities over time. We wanted to send this out first, get some feedback and see what the response was like and what customers are looking for. We’ll review the feedback and then start planning the next steps. The flexibility of the app is something that makes us unique so we are careful about how we deliver certain features. Once we review the feedback, we’ll explore if and how we can make some of these requests happen.

I just went in the list view and removed the individual subtasks from the board column. That pretty much gives me what I am looking for. You can still access the subtasks in the board view, but they don’t show individually.

+1 for this. In most cases, we don’t want sub-tasks to appear as separate cards. One neato feature would be able to hide sub-tasks from the backlog listing when needed. This would stop the backlog view from getting visually cluttered, and auto-adding tasks to a column would add just the top level tasks.

Congratulations to Teamwork, this is an excellent implementation of a kanban-type system.

+1 for a board showing multiple projects. Also:

1) Are you planning to enable a clean print out of a board, or exporting to PDF? Visual boards are a great way to do project reports for other stakeholders, but printing them seems to be a problem for all kanban apps I’ve ever seen.

2) I would like the ability to have more than one board per project. As another user suggested, a board per task list would be good, but in my case I use the classic kanban process (todo, doing, done) and also I divide tasks over the week to actually get them done, i.e. a column per day. It would therefore be great to be able to visualise a project in more than one way.

Many thanks for reading and taking the time to comment. Glad you like this feature. We’re review all feedback and put a plan in place for the next major stage of development. We will be adding a couple of cool new additions to this in the coming weeks so stay tuned.

Thanks for reading! I hope you’re liking Teamwork Projects so far. I’ll share these suggestions with the development team. This is the first release of this feature so we will be building on it over time. We’ll gather feedback and see what we can do.

Hi, Board View looks great. However, have you ever considered implementing a Board View for resource planning? For me, this is the one killer feature that Teamwork is missing. I’d love to be able to see tasks that are assigned to me or our Traffic Coordinator and then have a board view showing the different people in the team. Seeing the tasks and people in the same view, I’d see who had the most capacity to take on the task and drop it in their column. Workstack.me does this and they have a plug-in for Basecamp. As much as Teamwork kicks BC’s behind, I’ve always thought this was the one key feature that Teamwork was missing. Any plans to implement it?

Thanks for reading. Honestly, we haven’t thought about this yet. It’s a first release so you’d never know what would come down the line. I’ll add your request as a +1 here and we’ll review when we’re looking at all the feedback.

This is the single biggest missing feature in TW (assuming that process-driven workflows won’t be implemented anytime soon, e.g., “send email to Jane if X occurs, automatically.” I literally don’t understand how anyone can do real PM, w/o resource management. I’m currently doing this with bloody paper on the walls and colored pens. I oughtn’t be able to do in MS Projects something that I *cannot* do in TW. To me, that’s crazy.

Love this new feature – it’s especially welcome for those of us who are also using TFS in a mixed dev environment with existing Kanban boards.

One suggestion that we’ve relayed to support: it would be great to be able to optionally auto-create columns and cards that correspond to task lists and tasks/subtasks. Even as a simple one-off process it would eliminate a lot of forklifting where a board is a preferred view over a list.

Hi Harald, just a quick note about starting a timer directly from board view – you can do that by hovering over the task name and pressing ‘s’ on your keyboard – or you can press ‘t’ to log time directly too.

Once again, a great new feature. This is Trello on steroids and having it integrated into Teamwork, is absolutely amazing.

This also eliminates lots of ‘sub tasks’ when you create ‘columns’ for process flows…ie., Write, Publish, Approve that were once subtasks are now columns…and the configurability of the columns is incredible.

Here’s the challenge: We create Tasklists based on a variety of very disparate tasks and process flows. As such we NEED MULTIPLE TASK BOARDS…Please, pretty please, having the ability to have multiple Boards with unique columns per board is a real necessity…I don’t work in one Trello Board, need them here so I move away from Trello.

+1 on shared Boards across projects (actually I’d put +100 if I thought it would help)! We manage over 100 clients, each become a project. We need a way to be able to see what is happening throughout our organisation. Eg, what needs to happen next week (so we can manage capacity easier…

Amazing update! Our workflow is now smooth as ever! Teamwork really makes a difference! I just tough, to be a little of a nitpicker, that the avatars could be a little bigger, for better viewing. But maybe thats just me. I also noticed that on the template board creation, it automatically rearranges the boards on alfabetical order, were I wanted them on the order I’ve created them. Also: +1 for a board to gather multiple projects; +1 for a possible board displaying by person, like workstack.io; +1 for teamwork \0/, Thanks again.

Love the Board guys, been watching that on your roadmap for some time. Glad to see you got it done. Starting to roll it out.

I’m going to +1 on the board across multiple projects.

I’d also like to request Parent task name, some of our child tasks are simplified and their names only make since when shown with their parent tasks. For now we’re going to use tags and more descriptive task names.

I’ve been looking for the ALL IN ONE solution with Teamwork and/or visualstudio online (microsoft tfs) with regards to kanban. So we’re using 1 SUPER project with tasks lists and tasks and sub-tasks.

Have a look at this tread (lots of people on the visual studio (TFS) platform asking for the same thing)

What the app developers don’t realize is that some companies (like mine an manufacturing company) work against multiple projects (or products) in the same week. We have 25 software products and are always enhancing, each should be it’s own on-going project (equates to more licenses 😉 . So we’ll take those request in the order received. But there is no way to cross project organize. BTW, our marketing dept works like that as well. You would need to have n-number of cross-project overview boards.

Hi Michael, thanks so much for sharing such detail for us to consider – I’d love to learn more about how something like that might work for you so it’d be great to follow up via email. If you can say hi at support@teamwork.com I can respond to you there!

I also organize all my projects into one super project – where each project is a Task List. This makes it so I can see my full load across all projects any time/where I need to: List view, Board view, Gantt, etc. However not being able to filter the Board view by Task List makes that view less useful for me then if we could filter by Task List – which essentially for me would be filtering by Project and would be amazing.

I also have the same issue about Parent Task names. Ideally, each task in the Board view would include the parent task name above the sub-task name. It is hard to know what a sub-task is out of context without either having the parent task title included or making sure all our task names are very detailed which is hard to get everyone in a team to do consistently.

Hi D, thanks for letting us know more about how you’re making use of board view – this really helps us to understand how we can improve it for everyone 🙂

I can appreciate the importance of having that context when you’re looking at subtasks in board view – and we’re very conscious of that, while also making sure that the display doesn’t get really overloaded with details! We’ll keep listening and improving based on feedback – at the moment, there’s a label to show when a card represents a subtask then clicking the card shows the full details where you can hover over the dependency icon to see the parent task.

If you’d like to send on any examples of the type of tasks that you’re working with just so that we can get a clearer picture to help us improve it, I’d love to follow up via email so we have a bit more space… just drop a note to support@teamwork.com mentioning me and I’ll get it there.

Can we automatically include any task/task lists in the board view? I was hoping that the task lists would automatically convert to columns, and the tasks under each would be the tasks/cards in each column? Can you make this happen? I’m not about to go through our hundreds of projects and do this, and for it to be effective, it needs to be done.

Thanks for taking the time to comment. This is not a functionality right now and I’m not sure it will get to that point. The idea is to keep it as flexible as possible and allow the user to populate the board as they see fit rather than having it pre populated.

Hi, Very nice feature this board-view. But I was confused to get an empty board, while it looks like you just change the tasks from list-view to board-view.

It would be very nice to get existing tasks just shown in board-view, or to get them converted.

When you have tasks, and cards separate it seems confusing to me. When is it a task, when is it a card? Why the difference? And: whàt is the difference? At first glance it is confusing. Maybe that is also because my boss wanted to choose between trello and teamwork 😉 Now I can tell him, teamwork can do both! But then we need a task to be shown as a card on the board.

If you click on the blue backlog button you will open up a list of tasks on that project and you can drag and drop the tasks into a card. A card is used to represent information (in this case tasks or sub tasks). We didn’t create Board View to automatically populate the tasks because we felt it took away the flexibility from the feature. The idea is for the user to be able to create their board however they like. You can choose specific tasks instead of all tasks because that might make the board more cluttered if you don’t need that information on there. Based on recent feedback, we are trying to find a workaround for this that will still keep that level of flexibility but also add tasks to the Board.

Holy cow…yeah, this isn’t going to work for us, at all. That’s unfortunate, but we have folks scheduled across *dozens* of projects, every single week. I can’t even imagine what they’d have to do, to RE-tweak a new “view” that they have to do manually. (Also? Don’t see any blue button for “backlog,” either.)

Too bad. I see that already, “triggers” have been added–a feature that we desperately need–but this one won’t work for us, if it has to be added manually, project-by-project, instead of working in a “template” sense, in dupe-able projects.

This is a great add to the product. There have been some great suggestions. I would like to come at it from the other side. I have projects with multiple task lists. I would find it helpful to create a board for each task list. This would make it easier to share with other teams where we are with each task list. Thanks!

Hi David, it’s great to hear that you’re checking out board view and thinking of more ways to improve it – I’d love to know if you’d anticipate using the same set of columns for each of the boards for individual task lists? Any details you can share will help up develop the feature to be even more useful for everyone!

Great and essential feature – on single project level. Unfortunately I have to go through/remember/check all the projects I am assigned to “separately” – Teamwork should present that to me instead of me “organizing” for working w/ Teamwork.

Conclusion: +1 on shared Boards across projects – repeated on 10000 board view cards Missing is still a showstopper for us – erverything else present, on, btw, a level of excellence…

You may have seen that we’ve got “My Boards” in Beta at the moment? So we are currently looking at any board related improvements as we move forward with that. I’ve passed your feedback onto the product team for consideration!

Thank you very much Teamwork for this upgrade! Teamwork is definitly moving ahead any concurence regarding Project Management and even complete business management.

We have tried to mange workflow with : Subtasks, tags and project lists. None of theese where close to this clear view.

2 things would be awesome to add as well ;

1- Auto-reassing task on column moves ;

Tasks are often moved across columns because it’s now someone else responsability. So that would be logical to have an option to auto-assing the task to the person who will “review” or “publish”. It’s hard to have team members remember who they should assign it to when they are done with their part of the job.

2- Displaying customer fields ;

Could be only a single text field. Task are often related to other systems and it would be very usefull and time saving to be able to display some custom text fields in the cards by the form of FieldName : Value. Ex :

Batch: 144372 Invoice #: QBO-7734 Client: Voxel Factory

Again, huge thank you and I’m very happy to have choosen Teamwork over all competition.

1. Great news on this – we just added this! If you edit a column now there is an option to add triggers – we’ll have updated blog posts and tutorials etc coming soon but it’s pretty intuitive. 😀 2. We’re gathering suggestions right now for future updates and this has been requested a few times I believe so we’ll take that on-board. Thanks

Cheers for that again François, best thing you can do to really thank us is help spread the word! 😀

The triggers functionality is very useful when having a To Do, In Progress, Done structure to the boards. Even better if it could update the start date to “Today” when dragging from the To Do to the In Progress boards, for example.

Hi John, just letting you know that I’ve taken note of your request since we’re actively looking for more options for the triggers. I can’t say for sure if we’ll be able to add it, but I’ll share it with the team to consider for sure!

I would like to suggest a feature to create Multiple Boards in particular project so that we can organize our work accordingly and same way if will be nice to have personalize board for each and every user so that everyone should have their own work progress managed through Boards.

We’re considering some options that will help you to use it in more ways, and I’ve noted your comment to take into consideration. As always, it’s important that we take the time to make sure we develop something that’s useful for all of our customers so please do keep an eye open for updates.

The ability to do something like this for people that tasks are assigned to would be amazing. We have to manually create a priority list for our devs from all the assigned tasks. Something like this that you could view on To Do page and could pull all of the tasks assigned to each person into their list and then organize the order they show up in would be great.

Also a main all project (but could be filtered) overview like this. I’d love to see all the projects I’m working on but filter out the ones I’m not, in a view like this – with the square showing how many tasks are open by board/list for each project.

One more thought on the board style and possible uses. I would love to be able to track my time on a screen that shows all the projects I work on and I could start and pause the timers simply by clicking on the time box for a project. That way when jumping around on items there isn’t time lost or excessive entries from starting and stopping on a task. Just a thought. 🙂

Hi Anna, I’ve taken note of your comment to share with the team – although it occurred to me that you might find the ‘Start Timer’ option in the Quick Add menu useful – if you click the ‘Add’ menu that’s at the top of your screen you can click ‘Start Timer’ then all you have to do is choose one of your projects, and that will start the timer in your browser. Or, you could use the desktop timer and add an entry for each of your projects that you can start and stop really easily!

Hi Deon, glad to see you found the automatic sort option too! We’ll take a look to see if we can add more options to the ‘quick sort’ in the main menu, too – I don’t have confirmation on that just yet though.

Regarding the multiple-project board view, I’d love to know more about how you’d anticipate using that. If you can drop an email to support@teamwork.com with any details or examples, I’d love to read that…

I noticed a few comments regarding sub-tasks. My team and I were taken off guard by how sub-tasks were treated like it was an individual task, with the exception of a “sub task” label on it. I understand from the “List View” they are grouped under the parent task, but it would be helpful to have them grouped together on the board view as well. I would assume other people would expect this behavior? Coming from other systems such as JIRA, their board view allows each “story” or “task” to have multiple sub-tasks which are then grouped under the main task. See this screenshot from JIRA: http://take.ms/dUZvU To show what I’m referring to.

I find it very hard to follow the flow and monitor the progress of an entire task with say 5 sub tasks because all the sub tasks can be spread throughout the column (some at the bottom, some at the top, etc).

Other then the odd Sub-task issue described above, this is a great update. In fact we used Teamwork in the past, but because it did not have a board view we decided to go use Scumwise. However, because you added board view, we decided to drop Scumwise to save our company money and keep all our team communication and task management in one spot with Teamwork… Even though Scumwise also groups sub tasks on the board view 🙂

I’m sure your team will come up with a great solution for this, we hope at least.

I very much agree with this. I’m struggling as well as that’s something important in the workflow. Subtasks would, ideally come from a template and be applied as a list to the card. Once the list is completed, the card would then be moved (ideally using a trigger) to the next column and a new list applied for that column.

I’m struggling to wrap my head around this without this feature.

For example, if I’m using the board for content creation, I have the following columns set up: Ideas Assigned for Writing Editing Graphics To Be Posted Scheduled Add to social media

Each card is the name of an article. I move the article through the stages of content creation. However, each stage may have multiple steps. For example, Editing might involve first draft review, rewrite, second review.

These steps within a column would typically be created as Checklists within the Trello system. The checklist would be applied as the card is moved to the next column. That’s how I envision the subtasks working.

We actually have a very similar process set up here in Teamwork in Board View for our content marketing strategy, so I understand what you mean. I find it useful to add all my subtasks to the parent task at the outset so I can assign to the different team members responsible and get an overall picture of all the work involved from the start, but I know everyone likes to work differently.

As far as I know, Trello doesn’t have the ability to assign subtasks to different users or add due dates etc. via checklist though, so some might also find that quite limiting.

I’d like to hear more about your specific process here and how we can use the features to facilitate it so I’d recommend jumping onto one of our success channel webinars and talking to our customer success team in more detail about this.

You can sign up for a time that suits at teamwork.com/webinars

I’ve flagged your request to the Customer Success team so they will be able to prepare some more in depth material around board view for the webinars this week.

However, my process (because I need to be able to see the total load for ALL projects in one view) is to put all my projects into one and separate them by Task List. This has been working beautifully for me.

If we could filter the Boards view by Task List I would be very happy!!!

I love the new board view!! Love the triggers too! We just implemented a new workflow for all of our projects, so I was looking to not only be able to move task lists from multiple projects, but also be able to move the Project Titles themselves. When working on multiple projects, we want to see the high level of each project in board view rather than where the tasks are sitting (Project A is in Review, Project B is Awaiting Approval).

+1 on shared boards across multiple projects +1 on shared Gantt chart across multiple projects (have all of my projects listed as Task Lists currently so I can have that functionality to have visibility of all project timeframes) +1 on the Resource Allocation (with board allocation would be a neat feature as well) +1 individuals’ board views to see where all of their individual projects sit. +1 on how to capture initial dates given to a project vs. changed dates, e.g. goals to meet 85% of our projects on time – no way to know if the original dates change.

Hi Nicholas, thanks for following up about the possibility of taking board view to multiple projects – we’re really interested in this!

Can you let me know if you’re using the same columns across all of your projects, or would you use different sets of columns to reflect different processes? You’re welcome to reply to me here, or drop me an email through support@teamwork.com and I can get back to you directly to follow up.

I can’t say we’re specifically working on a PDF export – but we’re looking at how to make the most useful printable view which could work, when you use a print-to-PDF option. Can you let me know if you’d be interested in seeing the entire board in that view, or just specific information?

This is becoming a sticking point for our business as I’m saying Yes to Teamwork, but it’s seriously lacking a high level approach across all projects and my concern is that we will have to go elsewhere if nothing done soon. Viewing a team members tasks is great, but we don’t require to see ALL their tasks in a project. We just want to see the task list they are working on, on a project. Then for the goodies, we drill down into the projects.

If even it were possible, but not amazing, would be better than not having it 🙂

We have chosen Teamwork Project to rollout across our company worldwide to manage all our projects and our team love the Board view. The one obvious gap that is always highlighted is the fact there is no issue log. This could be solved with another tab after Risks that allowed you to create task lists and tasks in the same way as other areas. Is this a possibility?

Thanks for the comment, I’m really glad to hear you and the team like board view. I can’t promise anything but I will definitely add your request to our feature request list and see what the team come back with.

Hey this is great, we are trying it. Question is, how can I get a list view sorted by board column? Im trying to use the board for task status, so I would love to sort easier and reorder my task list by board status!

Hi Nancy, I just wanted to let you know that we’re listening to your requests and looking at the options for developing a board view that includes tasks from multiple projects. We just need to make sure that we build a feature that provides the flexibility and power to suit all of the different ways our customers use Teamwork Projects!

As soon as there’s any news to share, we’ll make sure that we update the blog here to let you know.

First, let me just say that we love Teamwork. My graphic designer almost had a panic attack when it was suggested that we might have to leave the platform. I think board view could go a long way to helping us with where we are finding the program lacking.

We have our Teamwork set up maybe a bit differently. We are a real estate office and we have each salesperson set up as a project, and then their projects (listings, deals, leads) are set up as tasklists.

I’m liking the looks of the board view – I just wish it wasn’t so manual. We have very repetitive tasks so we use templates. The board view would be very useful for particular tasks. For example – we often order postcards. If, when a postcard template is selected then it could automatically filter into board view – so we can see at a glance where we are in the process of design, approval, order, arrival, and mailout – that would be fantastic.

+1 as well for boards across projects – so from the example above, we could see all of the postcards across all of our projects in one place – rather than having to look at each individual project.

Hi Tricia, that’s fantastic to hear that board view is making Teamwork Projects even better for your team – I’d love to see how we can keep improving on it!

We’re looking at some options for how to let you see tasks from multiple projects on a single board, we just need to make sure that we have a way to do it that will be useful for all of our customers so we’ll share any news on that front as soon as we have it.

For the templates, can you just let me know if you mean that you’d like to have those tasks automatically added to a column when you apply the template in your project? It might be tricky to set that up in the template as an option since it’s possible that you have different columns across all of your projects and that’s why it’s not there at the moment – but we’ll keep looking at it to see if there’s a way to make the process smoother for you.

That’s a good point about the different columns in the board view. What we would need would just be to populate the first column with a generic ‘marketing piece requested’. It would trigger a notification to our marketing dept. that a piece has been ordered and then they can take over and move it through subsequent columns.

However, I can see how that would be difficult without knowing what the columns are going to be set up as.

another +1 for a board view across multiple projects. It’s the one missing piece for me when scheduling sprints with multiple projects. If Teamwork Projects had the multiple view all of my prayers would be answered

Any ETA on the board view across multiple projects? Seems like something that was asked about from day 1 back in April and consistently asked about since then… Is it actually being worked on or is it a lower priority thing that hasn’t even begun yet?

Thanks for checking in. I have no ETA on it just yet. We had to roll out a pretty big update with our filters first. This is connected to the board view across multiple projects. Now that we have that done we can make a plan for board view.

We would also love to have a global multiple project view. As an agency, we have multiple projects with staff working on different projects at a time. They wouldn’t go into each project to review the boards. That would take forever.

+1 for toplevel multiple boards and …..wondering if there are plans to customize visibility or access to boards? i’m looking to manage some approval workflows by giving only some people ability to move things into or out of boards.

+1 for a board across all projects. Right now I have new tasks integrated with Trello, and then when tasks are done they get marked done in Teamwork. Ideally I’d like to replace this setup with more functionality in Teamwork. Happy to be a beta tester 😉

+1 for boards across projects….or a board view on the category level would be immensely helpful as we could then effectively use categories to separate clients. Currently since there’s not a board view across projects we have to have make client have a single project and separate everything through task lists, which then causes us to lose all of the functionality projects offers!

Any update on this? I used to use on-premises teamwork and had the board across all projects and you could create your own filters. This is a significant drawback for my team (working elsewhere without on-prem installation) and we will need to consider something else if the feature isn’t available very soon. We work on many projects and need to view tasks across all projects i..e a board for Everything

Any news yet on releasing this feature. My compancy has been using Teamwork. We are looking into other tools that do include cross project board/kanban view. Can you let me know if this in on your short term roadmap?

Hi Ronald, Julie did send an email to you but perhaps it’s gotten stuck in your spam? She has forwarded it again from her personal gmail to see if that makes a difference but if you still haven’t received it just drop a mail to support@teamwork.com and they will connect you!

is there any way to get the columns to auto-collapse when all tasks are complete (i know you can set it to auto-archive but it leaves the Column there and deleting it then deletes all associated tasks)